Our Services
CRM CONSULTING
Having partnered with credit unions for more than 15 years our expert CRM consultant has a solid understanding of the operational requirements of credit unions. Many clients have a shared set of goals and business processes that align with our recommended best-practices. Equipped with this understanding, Jason follows a proven and results oriented path to reviewing your current implementation, usage of CRM features, industry best practices, and third-party integrations.
CRM Health Check/Audit
We will explore your organization’s needs and current usage of CRM to understand where you are and where you need to go. From their we will identify where the current system is not being used to its fullest capacity and better match its capabilities to your business expectations.
Our audit process will uncover your challenges fast, working closely with your stakeholders and system users to know exactly where problems and opportunities might lie.
We will analyze your systems and processes and deliver recommended improvements to help you achieve your business vision and goals.
Maximize your ROI in CRM
70% of credit union clients we have worked with reported they weren’t using all the functionality or not using CRM as effectively as they want … especially when considering the investment made. A poorly-implemented, underutilized CRM system can become your organization’s gigantic white elephant – used ineffectively, loved by nobody, and actually doing more harm than good.
We will work with your team to build a roadmap, so that you can easily navigate the gaps and challenges preventing your organization and team members from realizing the returns you were expecting from your CRM investment.
Coaching the Coaches
The first step in coaching your managers on how to equip and train their staff is to help them with messaging the value the CRM is to the organization and to their jobs. We start with determining the Why. Why did you implement the CRM system, why its important both to the organization as a whole and to the people using the system?
The second step is to perform a comprehensive functionality review utilizing best practices that have been gleaned from 15 years of CRM coaching in credit unions.
ADDITIONAL SERVICES
Training
Jason has been training bank and credit union employees in sales and CRM since 2005. With a background of more than 20 years sales experience Jason is more than equipped to train your staff on the full functionality of your CRM system and service-related sales techniques. Jason uses an approach that recognizes the value each member brings to your organization to build a relational framework for member engagement that will establish your credit union as their financial institution of choice.
Marketing/Advertising
Jason has a degree in Communication Studies from the University of Windsor and Sociology from Western University. Jason’s education has provided a solid foundation for understanding the market your organization serves and how to use data to effectively market to your members. For 10 years Jason was responsible for all marketing and advertising from creating and publishing content, securing ad space and participating in credit union trade shows and conventions. Jason also spent 7 years coordinating and facilitating the company’s client conference.
Product Development
Jason has more than a decade of experience in helping a small company design and develop enhancements for CRM, Loan Origination and Business Analytics solutions. Jason produced product release and support documentation. Jason did training and demonstrations of these solutions for executive teams, internal teams and front-line users. Jason is able to very quickly adapt his presentation content and style to fit the audience and can do so with little notice.
Change Management
Since the software I was installing was bringing in significant change to any organization, I studied and tried to incorporate good change management practices as part of my training. Rather than simply train on software functionality I would train on the “Why” of the change with an understanding of the psychological barriers to change that my clients would encounter.
Client Relations
Jason has been managing clients/accounts for nearly 20 years. Jason’s final role with his last employer was as a Customer Success Manager. Working for a fast-growing company Jason was in a position to listen to listen to his clients concerns and develop strategies and solutions to meet their ever changing needs. Jason has a track record of satisfied clients.
Product Review & Contract Negotiation
Jason was responsible for drafting and negotiating dozens of contracts with clients for enterprise software. Having sat on the vendors side for most of his career he can bring this experience to provide help to your organization as you look at enterprise software solutions. Jason can assist with the Request for Information (RFP) process and help in the contract negotiation process.